Kelby Edwards
Kelby Edwards is a registered investment advisor at Osaic Wealth, INC., based in Jericho, NY, with 31 years of industry experience. Kelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
100 Jericho Quadrangle, Suite 120, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelby prepares tax returns as a sole proprietor, offers property & casualty insurance, sells life insurance through premium financing, and offers various other insurance products. Kelby also provides general business consulting services and markets predict analytic services, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Park Avenue Securities LLCBroker
Allmerica Investments, INC.Broker
State Registrations14 states
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